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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
351
Lutz Financial Services
Nebraska
$3.06M -$776 -42 -0%
Bank of New York Mellon
352
Bank of New York Mellon
New York
$3.03M +$10.9K +588 +0.4%
FAG
353
Financial Advisory Group
Texas
$3.02M +$3.1K +168 +0.1%
UIA
354
Ulland Investment Advisors
Minnesota
$2.97M +$2.89M +156,468 New
SIC
355
Sigma Investment Counselors
Michigan
$2.96M -$65.8K -3,564 -2%
FFA
356
First Foundation Advisors
California
$2.89M +$378K +20,436 +15%
TAM
357
Townsend Asset Management
North Carolina
$2.89M -$1.77K -96 -0.1%
PA
358
Parallel Advisors
California
$2.85M -$188K -10,164 -6%
OCG
359
Opus Capital Group
Ohio
$2.85M -$287K -15,540 -9%
CCM
360
Condor Capital Management
New Jersey
$2.84M +$65.1K +3,522 +2%
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$2.83M +$1.08M +58,686 +65%
WAP
362
Wealthcare Advisory Partners
Pennsylvania
$2.83M +$528K +28,584 +24%
BJL
363
Brighton Jones LLC
Washington
$2.81M -$16.3K -882 -0.6%
NS
364
Newman & Schimel
Illinois
$2.78M +$658K +35,604 +32%
MCM
365
Manchester Capital Management
Vermont
$2.77M
WCFA
366
Walkner Condon Financial Advisors
Wisconsin
$2.75M -$93.9K -5,082 -3%
MCM
367
Mainstay Capital Management
Michigan
$2.75M -$2.72M -147,270 -50%
PFWA
368
Paces Ferry Wealth Advisors
Georgia
$2.74M +$502K +27,168 +23%
DP
369
DDD Partners
Washington
$2.73M +$96.8K +5,238 +4%
EWA
370
EP Wealth Advisors
California
$2.73M +$431K +23,316 +19%
CBFP
371
Cedar Brook Financial Partners
Ohio
$2.67M +$50K +2,706 +2%
Jane Street
372
Jane Street
New York
$2.67M +$2.6M +140,478 New
TDWM
373
Topel & Distasi Wealth Management
California
$2.65M +$2.58M +139,500 New
RC
374
Rovin Capital
Arizona
$2.61M -$714K -38,658 -22%
JCIA
375
Jackson Creek Investment Advisors
Colorado
$2.61M +$71K +3,846 +3%